CHA

Carmichael Hill & Associates Portfolio holdings

AUM $271M
1-Year Est. Return 30.8%
This Quarter Est. Return
1 Year Est. Return
+30.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1 +$718K
2 +$626K
3 +$563K
4
MAR icon
Marriott International
MAR
+$318K
5
BMY icon
Bristol-Myers Squibb
BMY
+$316K

Top Sells

1 +$148K
2 +$138K
3 +$116K
4
VV icon
Vanguard Large-Cap ETF
VV
+$93.6K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$78.6K

Sector Composition

1 Technology 13.04%
2 Financials 6.89%
3 Healthcare 6.39%
4 Consumer Staples 5.75%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$6K ﹤0.01%
+99
477
$6K ﹤0.01%
+280
478
$6K ﹤0.01%
+81
479
$6K ﹤0.01%
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480
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+23
481
$6K ﹤0.01%
+250
482
$6K ﹤0.01%
+159
483
$6K ﹤0.01%
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484
$5K ﹤0.01%
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485
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486
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487
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491
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495
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498
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+129
499
$5K ﹤0.01%
+87
500
$5K ﹤0.01%
+64